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In our previous newsletter, “The relentless small-cap rally”, we had discussed how India’s slowing economy poses a significant risk to stocks especially small-caps (read section: “How small-cap rallies have ended in the past” in the above newsletter).
Mid, smallcaps reach for the sky despite analysts sounding caution” was the headline of a Business Standard article dated Aug 1, 2023.
Summary The previous quarter was an eventful one for Indian investors. General elections 2024 were held in India between April…
Burman Capital Management completed three years of managing money under the SEBI PMS license in March 2024.
CY23 was a good year for Indian equity markets as local developments such as strong corporate earnings, expectations of easing interest rates,
IMF expects India’s real GDP to grow at 6.5% over the period 2020-28E making it the fastest growing major economy in the world.